Alternative investments, thoughtfully integrated
Private markets and other alternatives can add new dimensions to a portfolio, but only when they fit your goals, liquidity needs, tax picture, and tolerance for complexity.
Access to private markets
Explore private equity, private credit, real assets, and other opportunities that may help diversify your portfolio beyond traditional stocks and bonds.
Portfolio role before product
Your advisor helps define whether an alternative is intended for growth, income, diversification, inflation sensitivity, or risk management.
Liquidity and risk made explicit
Lockups, valuation frequency, leverage, manager risk, fees, and tax reporting can all affect fit.
Due diligence with context
Savvy helps qualified investors evaluate alternatives through the lens of portfolio role, risk, liquidity, and long-term goals.
How Savvy evaluates alternatives
The process starts by asking what problem an alternative investment is supposed to solve, then assessing whether the tradeoffs are worth it.
Define the allocation objective
Your advisor clarifies the role alternatives may play in the portfolio and how much illiquidity the plan can support.
Review risks and structure
The analysis considers fees, liquidity, strategy, manager background, concentration, leverage, tax reporting, and investment minimums.
Integrate with the full plan
Alternatives are evaluated alongside public markets, cash flow needs, taxes, estate goals, and risk tolerance.
What you get with a Savvy advisor
Personal guidance with more attention
Savvy handles the operational lift behind the scenes so your advisor can stay focused on your goals, your questions, and the decisions that matter.
70%
More time focused on you
Most financial advisors aren’t legally required to act in your best interest. Savvy Advisors are.
Your advisor is a fiduciary
Many advisors are tied to product incentives, sales targets, or firm priorities. Your advisor is different. As an independent fiduciary, they are required to put your best interest first and give advice shaped around what is genuinely right for you.
Backed by institutional-grade intelligence
Behind your advisor sits an in-house investment team, a direct line to Savvy's Chief Investment Officer, and the best-in-class technology that makes it all run.
18% higher relative return compared to the S&P 500 in 2025*
*Savvy Total Portfolios All Equity vs S&P 500. Relative return refers to the percentage increase between percentages
Alternative investment insights
Decide if alternatives deserve a place in your plan
A Savvy advisor can help you evaluate fit, risk, liquidity, taxes, and the role alternatives may play in your portfolio.
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FAQ
Many alternatives are limited to accredited, qualified, or otherwise eligible investors. Requirements vary by investment and regulation.
Many alternatives are limited to accredited, qualified, or otherwise eligible investors. Requirements vary by investment and regulation.
Not necessarily. Alternatives can carry significant risks, including illiquidity, leverage, valuation uncertainty, fees, manager risk, and loss of principal.
Some investors consider alternatives for diversification, income, access to private markets, return potential, inflation sensitivity, or differentiated risk exposure.
Alternatives can create complex tax reporting, including K-1s, state filings, unrelated business taxable income, or timing issues. Consult a tax professional.
Allocation depends on goals, liquidity needs, risk tolerance, eligibility, time horizon, and existing portfolio composition. A personalized analysis is essential.